+160.7%
NOK vs NXT
+173.5%
-12.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.9% | +2.9% | +4.6% |
| 7D | +11.0% | -1.9% | +12.9% | +11.2% |
| 30D | +7.8% | -20.0% | +27.9% | +10.9% |
| 3M | -21.0% | -30.7% | +9.7% | -17.5% |
| 6M | +40.9% | -29.0% | +69.9% | +46.4% |
| YTD | +72.0% | -4.8% | +76.9% | +74.1% |
| 1Y | +140.9% | +22.8% | +118.1% | +137.9% |
| 3Y | +194.3% | +93.9% | +100.3% | +170.2% |
| All | +160.7% | +173.5% | -12.8% | +126.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NXT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling